Enriching the Quality of Life of my clients through Values, Integrity and Building Relationships

I have been working with clients for over 7 years to understand their values and come up with a customized strategy to meet life goals through comprehensive financial planning. I believe in building a relationship based practice by knowing the person, not just your portfolio. This gives me a distinct advantage and personally vested interest in planning for you. My hope is that I can bring a balance in your financial security today, so that your focus shifts from worrying about finances to living your life and accomplishing your goals. I am a CERTIFIED FINANCIAL PLANNER™ certificant and hold the Chartered Financial Consultant designation. I graduated from the University of Washington with a degree in Business Administration with an emphasis in Leadership.

A little about me.  In my spare time, I have been coaching youth soccer for the past 7 years. I am a member of Bellevue Overlake Rotary. I reside in Kirkland and have a dog named Turbo.

Securities and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC), and a registered investment advisor. Metropolitan Life Insurance Company(MLIC), New York, NY 10166.  MSI and MLIC are MetLife companies. Neither MetLife, MetLife Securities Inc. nor its representatives are affiliated with Chat With Women, KKNW, or any of their affiliates.